Phoebe Putney Health System 403(b) match, vesting and fees
What Phoebe Putney Health System's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Draffin & Tucker, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Phoebe Putney Health System: employer contribution per participant | $1,389 | |
| Peer median | $1,358 |
| Phoebe Putney Health System: average balance | $90,900 | |
| Peer median | $44,442 |
| Phoebe Putney Health System: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $411M at the end of plan year 2021 to $446M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 6,005 | $446M | $6.8M | $1,389 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 6,247 | $398M | $7M | $1,326 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 5,826 | $345M | $6.4M | $1,232 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 5,779 | $411M | $6M | $1,176 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Phoebe Putney Health System match 401(k) contributions?
The match terms for the Phoebe Putney Health System 403(b) Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $6.8M in employer contributions, about $1,389 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Phoebe Putney Health System 401(k) match vested?
The vesting schedule for the Phoebe Putney Health System 403(b) Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Phoebe Putney Health System 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Phoebe Putney Health System, Inc..
I left Phoebe Putney Health System. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Phoebe Putney Health System, Inc., (229) 312-4346) or the recordkeeper, Transamerica Retirement Solutions. The Phoebe Putney Health System old 401(k) page lists the contacts from every plan filing. Find an old Phoebe Putney Health System 401(k)
Data from the public Form 5500 annual reports Phoebe Putney Health System filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Phoebe Putney Health System. Not financial advice. Report a correction · Methodology